- Engagement Models
The way we work
with you.
Every business transformation is different. Some businesses need a clearly defined solution delivered from start to finish. Others want to transform their operations step by step, while some prefer a long-term technology partner who keeps improving and supporting their systems.
Choose the engagement model that fits the way you want to work with us.
- Choose your model
Three models. One partner across the
entire Zoho lifecycle.
01
Best when you know what you want to build and are ready to launch it.
02
Best whenyou have a bigger transformation ahead but want to implement it step by step.
03
Best whenyou want a technology partner who stays with your business beyond go-live.
- - Build & Launch
A defined solution. A defined scope.
A clear outcome.
For businesses that know what they need and want us to design, implement and launch it within a clearly defined scope.
We agree the requirements, solution architecture, deliverables, timeline and investment upfront, then take the solution from implementation to go-live.
Choose the engagement model that fits the way you want to work with us.
- Ideal for
- Zoho CRM or Zoho One implementation
- Business OS implementation
- AI agent or automation projects
- Custom integrations
- Websites and business systems
- Clearly defined transformation projects
how it words
Engagement structure
- Fixed scope
- Defined timeline
- Milestone-based delivery
- Defined deliverables
- Fixed project investment
- - Transform & Scale
Start with what matters now.
Build towards where your business needs to go.
Not every business can, or should, transform everything at once. You may know you will eventually need CRM, inventory, finance, service, automation and AI, but want to implement them as your business is ready.
We first understand the bigger picture, design the future-state architecture and create a transformation roadmap. You then implement the roadmap in phases, starting with what delivers the most value today.
how it words
- What you get
- Current-state assessment
- Future-state solution architecture
- Technology and integration roadmap
- Prioritised implementation phases
- Investment visibility across the roadmap
- Phase-by-phase implementation
- Continuous expansion as your needs evolve
Example roadmap
Phase 3
Phase 4
Phase 5
You don’t have to implement everything on day one. We design the complete path first, then build it one priority at a time.
Engagement structure
- Strategic roadmap
- Each phase has its own scope, timeline and investment
- Phase-based implementation
- Future phases start when you are ready
- - Operate & Optimize
Don't just maintain your systems.
Keep making them better.
Your business doesn’t stop changing when a system goes live. New users join, processes change, new requirements appear and more automation becomes possible.
With Operate & Optimize, we stay with you as your long-term technology partner, supporting, improving, automating and optimising the systems we build together.
How it works — a continuous cycle
01
Support
02
Improve
03
Automate
04
Optimize
What we help with
01
Ongoing system support and user assistance
02
Minor enhancements and improvements
03
Workflow and automation optimisation
04
Reports and dashboards
05
Process improvements and regular system reviews
06
New automation and AI opportunities
Engagement structure
- Recurring monthly engagement
- Prioritised improvement backlog
- Defined service scope
- Regular system reviews
- - Our Journey
One Journey.
Three Ways to Work.
- 01 · Build & Launch
Build what you need now.
- 02 · Transform & Scale
Expand your business systems as you grow.
- 03 · Operate & Optimize
Keep your systems improving over time.
You can start with any model and move between models as your business changes. Whether you need a single Zoho implementation, an end-to-end business transformation, an industry operating system or AI-powered automation, we shape the engagement around your business, not a one-size-fits-all delivery model.
